+28.4%
RTX vs BTG
+38.4%
-10.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.6% |
| 7D | -5.2% | -0.9% | -4.3% | -5.1% |
| 30D | -9.4% | +36.8% | -46.2% | -10.6% |
| 3M | +12.3% | +23.1% | -10.8% | +11.0% |
| 6M | -3.1% | +3.5% | -6.6% | -4.4% |
| YTD | +10.7% | +25.5% | -14.8% | +9.0% |
| 1Y | +28.4% | +40.1% | -11.7% | +20.1% |
| All | +28.4% | +38.4% | -10.0% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling